Joanne O’Brien Beam, Lead Faculty. Joanne is an experienced fundraiser, planner, and presenter. She joined Wake Forest in April 2014 for the second time to lead the creation of new programs which include the Essentials of Business for Nonprofits, College LAUNCH, High School Summer Immersion Program, and to work with major donors as part of the Wake Will Campaign. Prior to joining Wake Forest, Joanne was the founder and president of Capstone Advancement Partners, a consulting firm serving nonprofit organizations through relationship and result driven fundraising strategies. Over her 15 year career as a consultant, Joanne served a diverse group of nonprofit organizations with her thoughtful and pragmatic fundraising, governance and strategic advice. Her fundraising experience began in the development office at Wake Forest University where she served as Associate Director of Advancement. Prior to becoming a fundraising consultant, Joanne was Vice President of Sales and Marketing at the North Carolina Trust Company. Joanne’s career also includes five years as a commercial banker. Joanne is a cum laude graduate of Wake Forest University where she was President of the Student Government. In 2013, the Charlotte Business Journal named her one of the Top 25 Women in Business and in 1998, Joanne was named one of “Forty Leaders under Forty” in the Piedmont Triad. In May 2014, she was named one of the 50 Most Influential Women in Charlotte by the Mecklenburg Times. Joanne is an active athlete and an avid golfer. She is married to Steve Beam and has one son.
Dianne Bailey’s practice is dedicated to the representation of nonprofit organizations, their senior management and volunteer leaders. She has extensive experience advising a diverse group of nonprofits in all aspects of their organization, administration and management. She has represented schools and universities, churches and other religious organizations, endowments, supporting organizations, corporate and family foundations, sports philanthropies, museums, business leagues, social clubs (including fraternal organizations), trade organizations, and a complement of charitable groups.
Dianne writes and speaks nationally on topics related to nonprofit organizations, focusing in particular on corporate governance and tax compliance. She has been engaged as an expert witness in state and federal litigation matters, providing strategic counsel and trial testimony. In addition, Dianne has guest moderated Carolina Business Review, the most widely watched broadcast program on business and public policy in the Carolinas. She also has taught as an adjunct professor at Charlotte School of Law and Georgetown University Law Center.
- The Mecklenburg Times, 2015 Woman of the Year
- Women Executives, Spirit of WE Award, 2013
- North Carolina Lawyers Weekly,Women of Justice Awards, Public Service Practitioner Award, 2012
- Charlotte Business Journal,Women in Business Achievement Award, 2011
- Charlotte Business Journal,Charlotte’s “40 Under 40,” 2005
- Martindale-Hubbell, AV® Preeminent™ Peer Review Rated
Adam Bernstein, APR has more than three decades of experience providing public relations and strategic communications counsel with expertise in internal/external communications planning, community relations, media relations, crisis communications, issues management, public affairs and marketing communications. He has worked extensively in healthcare, professional services, non-profit, real estate development and education. Adam is an Accredited Member of the Public Relations Society of America, as well as former president, board member and International Assembly delegate for the Charlotte Chapter of the organization. In 2015, he was awarded the chapter’s Infinity Award, given annually to a member “whose character, career and service represent the highest standards and who excels in the practice of public relations.” Adam has chaired the boards of numerous community organizations including the Foundation for the Charlotte Jewish Community, Temple Beth El and the Charlotte Civic Orchestra, and served as trustee of many others including the Charlotte Symphony, Jewish Federation of Greater Charlotte, Wildacres Leadership Initiative and United Family Services Men for Change campaign committee. He is a graduate of the University of North Carolina at Chapel Hill and is currently working toward a Masters in Communications from Queens University in Charlotte.
Dr. Holly H. Brower teaches Organizational Behavior, Leadership, Leadership in the Nonprofit Sector, and Leading Change. She has taught undergraduate, MBA and executive students, including in international programs in Germany, Austria and Nicaragua. She is also the faculty advisor for the Kemper Scholars program. After receiving her B. S. in Business from Wake Forest University she spent 10 years managing organizations in the nonprofit sector in Illinois, Colorado and Iowa. Experiences in these organizations included strategic planning, hiring, supervision, motivation, and development of employees (both paid and volunteer), board development, community assessment and development and fundraising. She also earned an M.S. in Business from Iowa State University and after earning her PhD in 2000 from Purdue University, she taught at Butler University in Indianapolis before joining Wake Forest.
Holly is an active member of the Academy of Management and the Southern Management Association. She is a former Associate Editor of ” Academy of Management Learning and Education” Journal. Her research interests lie in the areas of corporate governance, leadership, trust and ethical decision making. Publications of her research can be found in the “Administrative Science Quarterly”, “Journal of Management”, “Academy of Management Learning and Education”, “Journal of Business Ethics”, “Journal of Management,” “Leadership Quarterly”, and “Journal of Leadership and Organization Studies”. In addition, some of her research was spotlighted in the “Harvard Business Review”. She has also presented more than thirty-five papers at National and International academic conferences.
Amanda DeWeese, APR works with some of the most recognizable companies in the Carolinas and is a leader in Charlotte’s public relations industry. She provides strategic public relations counsel and media relations to clients in a wide range of industries such as education, engineering, professional services, public works, nonprofit and construction. She is also skilled in social media strategy, branding, advocacy, public affairs and project management. Amanda’s career began at Drayton Hall, a National Trust Historic Site in Charleston, SC, where she handled news media relations, planned events and assisted with marketing communications for more than two years. A College of Charleston graduate, Amanda received her Accreditation in Public Relations (APR) in 2011 and served as president of the Public Relations Society of America (PRSA) Charlotte Chapter in 2014. She has held various leadership roles within the chapter since 2006 and was the recipient of its Young Professional Award in 2009. In 2015, she was appointed to the board of directors of The Housing Partnership, a nonprofit organization that provides affordable housing for low-income families in Charlotte-Mecklenburg.
Dr. Dan Fogel is an Executive Professor of Strategy. He specializes in strategic management, especially innovation processes in firms, including those located in emerging and transition economies and in emerging industries. His research and teaching interest are on sustainability practices and principles, international business and strategy development, and innovation for large organizations. He has worked extensively as a consultant nationally and internationally for diverse organizations, such General Electric, Motorola (Brazil), Lockheed Martin, Lucent (Brazil), TESS (Brazil), AT&T and Bank of America. His awards include research grants, several teacher of the year awards, a Fulbright Scholarship to Brazil, the 1988 Winner of the Yoder-Heneman Award, and several times the Distinguished Professor Awards. Dan Fogel has served and is serving on Boards of Directors or Advisory Boards within the United States and abroad.
Kathy Ridge is the founder of Levridge Resources, LLC, based in Charlotte, North Carolina.
Formerly a corporate Executive Vice President of Wachovia Corporation and then, the Executive Director of two nonprofits, Kathy has deep experience in leadership, problem assessment and organization ‘turnarounds’. Kathy’s finance background, coupled with her years in the nonprofit sector, has given her knowledge and practical application in being an innovative visionary who can get her hands dirty in tactical implementation.
Kathy has served on the boards of the Charlotte Symphony, Child Care Resources, The Women’s Impact Fund, the Davidson College Friends of the Arts Board, The Arts Education Committee of the Arts and Science Council, and the Community Service Committee of First Presbyterian Church. She is serving on the board of directors of the Humane Society of Charlotte. Kathy has participated in Leadership Charlotte, The Wachovia Kenan Flagler School of Business Leadership Program, and has completed the McColl Center’s Innovation Institute and the North Carolina Institute of Political Leadership. She is currently on the Leadership Team for the National Alliance of NonProfits and serving as Co-Chair on the National Alliance’s task force on executive transitions.
“I love working in partnership with the people dedicated to nonprofit work. I am very lucky each day to support nonprofit organizations that are changing the world around them. I believe social change happens because of nonprofit leaders. We are able to help strengthen their leadership and their organizations through working together on the best business model, ensuring alignment between their efforts and mission, and developing more capacity for them to serve.”
Matthew Socha is Audit Senior Manager in the Charlotte practice of Cherry Bekaert, Matthew has a profound passion for serving educational and not-for-profit organizations. As a member of Cherry Bekaert’s Education and Not-for-Profit Industry Groups, Matthew provides audit, assurance and advisory services to private and public colleges and universities, community and technical colleges, independent K-12 schools, educational foundation and charitable organizations.
Clients depend on Matthew for timely, practical guidance on many technical accounting and compliance issues such as implementation of new standards, compliance with federal and state laws and grant programs, fair value matters, endowment accounting, and more. Matthew also specializes in accounting and tax issues for private clubs.
- Hospitality Finance & Technology Professionals – Charlotte Blue Ridge Chapter
- Charlotte Chamber’s Young Professionals
- SACUBO Benchmark Project